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Product education

What is an option pool?
An employee stock option pool is a number of shares reserved for a company’s future equity grants. Learn how option pools work and mistakes to avoid.
A better job offer letter
At Carta, we spend a lot of time figuring out how to better educate employees about startup equity. We realized that the job offer letter itself was a good place to do this, so in 2016, we decided to reinvent the offer letter. Check ours out and download it to use as a template.
Introducing Tax Advisory
With 30,000+ equity plans and one million+ employee equity owners on the platform, no one understands employee equity tax needs better than the Carta team.
How to write a great investor update (templates & tips)
What is an investor update? An investor update includes detailed information about your company’s financials, key hires, and customer wins. As your company grows, things change quickly. Sending investor updates at regular intervals is a crucial (and underrated) way to build trust and confidence with your backers. The better your relationship with your investor, the more […]
Get notified about potential QSBS tax savings with Carta
Carta valuations automatically evaluates companies and stock for QSBS eligibility, which provides a capital gains tax benefit for shareholders.
How Carta improved the investor services experience in 2021
Anyone who’s ever worked in venture capital fund administration knows it’s a complicated job. You’ve got thousands of details to get right. You need to communicate with LPs, auditors, and colleagues, all on varying timelines. It takes time, tact, and a relentless focus on detail.  The prime directive of Carta’s investor services team is to […]